Market Overview - The AI applications and commercial aerospace sectors experienced significant declines, with stocks like Tianlong Group, Zhidema, and Guangyun Technology hitting the 20% daily limit down [2] - The non-ferrous metals and chemical sectors saw gains, with multiple stocks reaching historical highs [4] Index Performance - As of the morning close, the Shanghai Composite Index fell by 0.6%, the Shenzhen Component Index decreased by 0.44%, and the ChiNext Index dropped by 1.02% [3] Non-Ferrous Metals Sector - The non-ferrous metals sector rose, with precious metals, energy metals, and industrial metals leading the gains. Companies like Luoyang Molybdenum, Huaxi Nonferrous, and Xiamen Tungsten reached historical price highs [4] - Specific stocks such as Zinc Industry Co. and Luoping Zinc Electric both hit their daily limit up, with increases of 10.02% and 9.97% respectively [5] Lithium Carbonate Price Surge - As of January 15, the benchmark price for industrial-grade lithium carbonate rose to 160,000 yuan per ton, a 36.71% increase from the beginning of the month [6] - Major companies in the lithium battery supply chain are undergoing maintenance, which is expected to reduce production capacity temporarily but not significantly impact overall operations [6] Silver Market Dynamics - The silver market showed strong performance, with spot silver prices reaching over $93 per ounce before experiencing a drop of more than 7% [7] - Analysts suggest that the long-term upward trend in silver prices is supported by supply constraints and increasing demand, particularly from the AI and re-industrialization sectors [7] High Dividend Assets - High dividend assets, including sectors like electricity, oil and gas extraction, and transportation, showed active performance in the market [9] - Longjiang Electric reported a profit of 41.32 billion yuan for 2025, marking a 6.34% year-on-year increase [9]

Market Overview - The three major U.S. stock indices closed lower, with the Dow Jones down 0.09%, S&P 500 down 0.53%, and Nasdaq down 1% [3][4] - Large technology stocks experienced a broad decline, with the index of the seven major U.S. tech companies falling by 1.32% [8][9] Technology Sector Performance - Facebook (Meta Platforms) fell by 2.47%, Amazon by 2.43%, and Microsoft by 2.40%, leading the decline among the major tech giants [9][10] Chinese Stocks Performance - Chinese stocks showed mixed results, with the Nasdaq Golden Dragon China Index down 0.26% and the Wind Chinese Technology Leaders Index up 0.21% [11][12] - Notable declines included Pinduoduo down 3.98%, Meituan down 3.75%, and NetEase down 2.74% [12][13] Federal Reserve Insights - The Federal Reserve's Beige Book indicated moderate growth in the U.S. economy and prices, with most regions reporting stable employment conditions [14][15] - Eight out of twelve Federal Reserve districts reported slight to moderate economic growth, with consumer spending showing slight to moderate increases attributed to the holiday shopping season [19][20] - Federal Reserve officials suggested a potential interest rate cut later this year if inflation continues to decline and the labor market stabilizes [22][23] Oil Market Dynamics - International oil prices experienced significant volatility, with U.S. crude oil closing at $61.02 per barrel, a slight increase of 0.15%, while Brent crude rose by 0.08% to $65.52 per barrel [24][25] - Energy stocks surged, with ExxonMobil rising nearly 3%, Chevron over 2%, and ConocoPhillips more than 4% due to rising oil prices driven by geopolitical tensions in the Middle East [27][28]

上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 特朗普再挥关税大棒！ 北京时间，今天早上，据新华社消息，美国白宫宣布，从1月15日起对部分进口半导体、半导体制造设备 和衍生品加征25%的进口从价关税。 截至周三（1月14日）收盘，美股全线杀跌，纳指跌1%，万得美国科技七巨头指数跌1.32%，博通跌超 4%，脸书、亚马逊、微软跌逾2%。 影响市场的另一大变量：伊朗亦迎来变数。据CCTV国际时讯报道，当地时间1月14日下午，美国总统特 朗普在白宫对媒体谈及伊朗局势时表示，"我们要先观望局势发展"。随后，国际油价亦一度出现达3%的 大跳水。 芯片关税来了 据美国政府发布的公告，以国家安全为由，是更广泛努力的一部分，旨在激励芯片制造商在美国生产更多 半导体，减少对中国台湾等地芯片制造商的依赖。"美国目前仅完全生产所需芯片的约10%，严重依赖国 外供应链。对外国供应链的依赖是重大的经济和国家安全风险，"公告称。 特朗普推出了一系列关税，旨在支持美国制造业，2025年9月宣布全面征收新的进口关税，包括对品牌药 品征收100%关税和对重型卡车征收25%关税，这在相对平静期后引发了 ...

收盘了！今天的市场，无需多言，依旧火热， 全市场今日成交近4万亿元，再创历史新高。 一起看看发生了什么事情。 1月14日，市场全天冲高回落，三大指数涨跌互现。截至收盘， 沪指跌0.31%，深成指涨0.56%， 创业板指涨0.82%。 市场共 2747只个股上涨，110只个股涨停，2592只个股下跌。 | 880005 张跌家数 | | | | --- | --- | --- | | 日 | 涨停 | 110 | | 涨幅 | > 7% | 253 | | 涨幅 | 5-7% | 154 | | 涨幅 | 3-5% | 370 | | 涨幅 | 0-3% | 1970 | | 跌幅 | 0-3% | 2369 | | 跌幅 | 3-5% | 149 | | 跌幅 | 5-7% | 38 | | 跌幅 | > 7% | 36 | | 其中 跌停 | | 19 | | | | 2747 | | 上涨5秒 下载索数 新闻博报 总面帮助 | | 2592 | | | | 131 | | | | 5470 | | 总成交额 | | 39868.62亿 | | 总成交量 | | 228275.7万 | | 涨家增减 | | ...

上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 2026年1月14日，经中国证监会批准，沪深北交易所发布通知调整融资保证金比例，将投资者融资买入 证券时的融资保证金最低比例从80%提高至100%。 2023年8月，沪深北交易所将融资保证金比例从100%降低至80%，融资规模和交易额稳步上升。近期， 融资交易明显活跃，市场流动性相对充裕，根据法定的逆周期调节安排，适度提高融资保证金比例回归 100%，有助于适当降低杠杆水平，切实保护投资者合法权益，促进市场长期稳定健康发展。 免责声明 文章封面图来源于AI，以上观点来自相关机构，不代表天天基金的观点，不对观点的准确性 和完整性做任何保证。收益率数据仅供参考，过往业绩和走势风格不预示未来表现，不构成 投资建议。转引的相关观点均来自相关机构或公开媒体渠道，不代表天天基金的观点。天天 基金不对观点的准确性和完整性做任何保证 投资者据此操作 风险自担 市场有风险 定 ↓ 点击"阅读原文" 或上天天基金APP搜索【777】 注册领500元券包 ，优选基金10元起投！ 分享、点赞、在看 顺手三连越来越有钱 需要说明的是，此次调整仅 ...

另据央视新闻13日晚间报道，工信部部长李乐成表示，2025年我国工业互联网核心产业规模预计超1.6万 亿元，带动工业增加值增长约2.5万亿元，具有全球领先水平的百家5G工厂平均运营成本降低19%。 事关工业互联网平台！工信部最新发布 据工信部网站13日消息，工信部印发《推动工业互联网平台高质量发展行动方案（2026—2028年）》， 目标到2028年，工业互联网平台高质量发展取得积极成效，"专业型+行业型+协作型"多层次平台体系持 续壮大，具有一定影响力的平台超450家；平台的要素资源连接能力大幅增强，重点平台的数据增值、模 型沉淀和人工智能开发应用能力显著提升，工业设备连接数突破1.2亿台（套）；平台普及率达到55%以 上，基本建成泛在互联、数智融合、深度协同、开源开放的新一代工业互联网平台生态。 上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 工业互联网领域，迎来政策支持！ 1月13日，工信部印发《推动工业互联网平台高质量发展行动方案（2026—2028年）》。其中提到，实 施工业互联网与人工智能融合赋能行动，推动人工智能技术在工业全链条渗透。支持平台企业聚焦重 ...

Core Viewpoint - A-share companies are expected to report significant profit growth for 2025, with several companies projecting over 100% year-on-year increases in net profit, indicating a positive trend in the market [5][10]. Group 1: Company Performance Forecasts - Baiwei Storage anticipates a net profit of 850 million to 1 billion yuan for 2025, representing a year-on-year increase of 427.19% to 520.22% [4][6]. - Chenguang Biological expects a net profit of 350 million to 405 million yuan for 2025, with a growth rate of 272.14% to 330.62% [4][10]. - TCL Technology projects a net profit of 4.21 billion to 4.55 billion yuan for 2025, reflecting a growth of 169% to 191% [4][10]. - Dazhu CNC forecasts a net profit of 785 million to 885 million yuan for 2025, with an increase of 160.64% to 193.84% [4][11]. - WoHua Pharmaceutical expects a net profit of 80 million to 115 million yuan for 2025, with a growth rate of 119.76% to 215.90% [4][11]. - Haopeng Technology anticipates a net profit of 195 million to 220 million yuan for 2025, representing a growth of 113.69% to 141.09% [4][11]. - Changlan Technology projects a net profit of 130 million to 160 million yuan for 2025, with a growth rate of 74.07% to 114.24% [4][11]. Group 2: Factors Driving Growth - Baiwei Storage attributes its significant profit growth to a recovery in storage prices starting from the second quarter of 2025, following a decline in prices in early 2025 [6][7]. - Chenguang Biological's growth is driven by increased revenue and gross profit from its plant extraction business, particularly in chili red and other products [10]. - TCL Technology's growth is supported by its focus on semiconductor displays, new energy photovoltaics, and semiconductor materials, with a strong performance in its core business segments [10]. - Dazhu CNC's growth is fueled by rising demand for high-layer boards and PCB manufacturing driven by investments in AI infrastructure [11]. Group 3: Market Trends and Investment Opportunities - The report from CICC highlights that sectors with improved or exceeding expectations in performance may attract investor attention during the annual report disclosure peak in January [5]. - The AI technology sector is expected to continue its rapid growth, with opportunities in computing power, cloud infrastructure, and applications in robotics and smart driving [12]. - Companies with international expansion strategies are seen as having reliable growth opportunities, particularly in sectors like home appliances and engineering machinery [12].

Core Viewpoint - As of the end of 2025, the northbound capital has shifted its focus towards hard technology and non-ferrous metals industries, with ten industries having a market value of over 100 billion yuan in holdings [1][7]. Industry Summary - The market value of holdings in the power equipment industry reached 449.5 billion yuan, while the electronics industry had 387 billion yuan, and the non-ferrous metals industry saw a significant increase to 185.6 billion yuan, marking a growth of over 170% compared to the end of 2024 [3][7]. - The banking sector's holdings increased by 56.45% to 217.6 billion yuan, while the machinery equipment sector saw a rise to 98.6 billion yuan [3][4]. - The food and beverage sector experienced a decline of 35.52%, with holdings dropping to 138.8 billion yuan [4]. Top Holdings Summary - The top holding, Ningde Times, had a market value of 254.3 billion yuan, representing a 76.57% increase in holdings [5][8]. - Midea Group and Kweichow Moutai ranked second and third, with holdings of 77 billion yuan and 75.8 billion yuan, respectively, both experiencing reductions of 7.99% and 35.82% [5][8]. - Other notable top holdings included China Merchants Bank at 51.4 billion yuan, Zijin Mining at 47.1 billion yuan, and Northern Huachuang at 45.7 billion yuan, with the latter seeing a remarkable increase of 267.34% [5][8].

Core Viewpoint - As of the end of 2025, the northbound capital has shifted its focus towards hard technology and non-ferrous metals industries, with ten industries having a market value of over 100 billion yuan [1][7]. Industry Summary - The top three industries by market value held by northbound capital at the end of 2025 are: - Power Equipment: 449.5 billion yuan, a 60.04% increase from 2024 [3][7]. - Electronics: 387 billion yuan, an 85.02% increase from 2024 [3][7]. - Non-ferrous Metals: 185.6 billion yuan, a 173.04% increase from 2024 [3][7]. - Other industries with significant holdings include: - Banking: 217.6 billion yuan, a 56.45% increase [3]. - Machinery: 98.6 billion yuan, a decrease of 3.49% [3]. - Pharmaceuticals: 148.2 billion yuan, a decrease of 35.52% [4]. Major Holdings - The top ten stocks held by northbound capital at the end of 2025 include: - Ningde Times: 254.3 billion yuan, a 76.57% increase [5][8]. - Midea Group: 77 billion yuan, a decrease of 7.99% [5][8]. - Kweichow Moutai: 75.8 billion yuan, a decrease of 35.82% [5][8]. - China Merchants Bank: 51.4 billion yuan, a 2.92% increase [5][8]. - Zijin Mining: 47.1 billion yuan, a 120.18% increase [5][8]. - Notable changes in the top ten include: - Northern Huachuang, Zhongji Xuchuang, and Lixun Precision entering the list, while Longjiang Power, Mindray Medical, and BYD dropped out [8].

上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 1月13日，三大指数集体调整。截至收盘，沪指跌0.64%，深成指跌1.37%，创业板指跌1.96%。 板块来看，AI应用逆势上涨、AI医疗概念反复活跃、电网设备概念午后走强。下跌方面，商业航天、 可控核聚变等板块跌幅居前。 全市场超3700只个股下跌。沪深两市成交额3.65万亿元，较上一个交易日放量496亿。 连续上攻的A股市场，今天"终于"迎来调整。 浮盈较多的持筹者，也得到了比较有确定性的卖点； 当然，也不是所有人都对此感到开心—— 数据显示，沪指终结了此前的17连阳，颇具标志性；全A平均股价等指标，也都录得2026年日线级别 的"首阴 " 。与此同时， 全市场成交额达到36988亿元，比昨天又放量了一些。 | F9 不复权 超级叠加 画线 工具 ② | | 全A平均股价 | | 8841719 | | | --- | --- | --- | --- | --- | --- | | 2025/07/18-2026/01/13(120日)▼ | | | | -0.50 -1.71% | | | | | 15:00:0 ...